{"id":568,"date":"2019-03-14T11:50:42","date_gmt":"2019-03-14T11:50:42","guid":{"rendered":"https:\/\/benetechinc.com\/?page_id=568"},"modified":"2019-04-10T08:38:21","modified_gmt":"2019-04-10T08:38:21","slug":"fee-quote-401k-plan-companies-with-employees","status":"publish","type":"page","link":"https:\/\/benetechinc.com\/fee-quote-401k-plan-companies-with-employees\/","title":{"rendered":"Fee Quote \u2013 401(k) Plan Companies with Employees"},"content":{"rendered":"\n\t<script type=\"text\/javascript\">var gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,initializeOnLoaded:function(o){gform.domLoaded&&gform.scriptsLoaded?o():!gform.domLoaded&&gform.scriptsLoaded?window.addEventListener(\"DOMContentLoaded\",o):document.addEventListener(\"gform_main_scripts_loaded\",o)},hooks:{action:{},filter:{}},addAction:function(o,n,r,t){gform.addHook(\"action\",o,n,r,t)},addFilter:function(o,n,r,t){gform.addHook(\"filter\",o,n,r,t)},doAction:function(o){gform.doHook(\"action\",o,arguments)},applyFilters:function(o){return gform.doHook(\"filter\",o,arguments)},removeAction:function(o,n){gform.removeHook(\"action\",o,n)},removeFilter:function(o,n,r){gform.removeHook(\"filter\",o,n,r)},addHook:function(o,n,r,t,i){null==gform.hooks[o][n]&&(gform.hooks[o][n]=[]);var e=gform.hooks[o][n];null==i&&(i=n+\"_\"+e.length),gform.hooks[o][n].push({tag:i,callable:r,priority:t=null==t?10:t})},doHook:function(n,o,r){var t;if(r=Array.prototype.slice.call(r,1),null!=gform.hooks[n][o]&&((o=gform.hooks[n][o]).sort(function(o,n){return o.priority-n.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==n?t.apply(null,r):r[0]=t.apply(null,r)})),\"filter\"==n)return r[0]},removeHook:function(o,n,t,i){var r;null!=gform.hooks[o][n]&&(r=(r=gform.hooks[o][n]).filter(function(o,n,r){return!!(null!=i&&i!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][n]=r)}});<\/script>\n                <div class='gf_browser_unknown gform_wrapper gform_legacy_markup_wrapper gform-theme--no-framework' data-form-theme='legacy' data-form-index='0' id='gform_wrapper_3' ><form method='post' enctype='multipart\/form-data'  id='gform_3'  action='\/wp-json\/wp\/v2\/pages\/568\/' data-formid='3' novalidate>\n                        <div class='gform-body gform_body'><ul id='gform_fields_3' class='gform_fields top_label form_sublabel_below description_below'><li id=\"field_3_2\" class=\"gfield gfield--type-html gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_2\" ><div class=\"titl_propo\">Proposal Request Form<\/div>\n<div class=\"des_free\">Fee Quote \u2013 401(k) Plan (For Companies with Employees)<\/div><\/li><li id=\"field_3_3\" class=\"gfield gfield--type-html gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_3\" ><div class=\"advisor_titl\">Advisor Information<\/div><\/li><li id=\"field_3_1\" class=\"gfield gfield--type-text gf_left_half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_1\" ><label class='gfield_label gform-field-label' for='input_3_1'>Advisor\u2019s Firm Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_1' id='input_3_1' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_3_4\" class=\"gfield gfield--type-text gf_right_half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_4\" ><label class='gfield_label gform-field-label' for='input_3_4'>Advisor\u2019s Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_4' id='input_3_4' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_3_6\" class=\"gfield gfield--type-email gf_left_third gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_6\" ><label class='gfield_label gform-field-label' for='input_3_6'>Advisor\u2019s Email Address<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_6' id='input_3_6' type='email' value='' class='large'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/li><li id=\"field_3_5\" class=\"gfield gfield--type-text gf_middle_third gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_5\" ><label class='gfield_label gform-field-label' for='input_3_5'>Advisor\u2019s ZIP Code<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_5' id='input_3_5' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_3_7\" class=\"gfield gfield--type-phone gf_right_third gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_7\" ><label class='gfield_label gform-field-label' for='input_3_7'>Advisor\u2019s Phone Number<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_phone'><input name='input_7' id='input_3_7' type='tel' value='' class='large'   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_8\" class=\"gfield gfield--type-html gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_8\" ><div class=\"advisor_titl\">Employer Information<\/div><\/li><li id=\"field_3_9\" class=\"gfield gfield--type-text gf_left_half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_9\" ><label class='gfield_label gform-field-label' for='input_3_9'>Company\u2019s Legal Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_9' id='input_3_9' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_3_10\" class=\"gfield gfield--type-text gf_right_half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_10\" ><label class='gfield_label gform-field-label' for='input_3_10'>Total Number of Employees<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_10' id='input_3_10' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_3_12\" class=\"gfield gfield--type-text gf_left_half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_12\" ><label class='gfield_label gform-field-label' for='input_3_12'>Anticipated Number of Eligible Employees<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_12' id='input_3_12' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_3_13\" class=\"gfield gfield--type-text gf_right_half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_13\" ><label class='gfield_label gform-field-label' for='input_3_13'>Anticipated Number of Employees with an Account Balance<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_13' id='input_3_13' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_3_14\" class=\"gfield gfield--type-html gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_14\" ><div class=\"advisor_titl\">Investment Platform to Quote<\/div><\/li><li id=\"field_3_15\" class=\"gfield gfield--type-select gfield_contains_required field_sublabel_below gfield--has-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_15\" ><label class='gfield_label gform-field-label' for='input_3_15'>Platform<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select name='input_15' id='input_3_15' class='large gfield_select'  aria-describedby=\"gfield_description_3_15\"  aria-required=\"true\" aria-invalid=\"false\" ><option value='' selected='selected' class='gf_placeholder'>Please Choose...<\/option><option value='Pooled Brokerage Accounts' >Pooled Brokerage Accounts<\/option><option value='Individual Brokerage Accounts' >Individual Brokerage Accounts<\/option><option value='American Funds Direct R2 Share Class' >American Funds Direct R2 Share Class<\/option><option value='American Funds Direct R3 Share Class' >American Funds Direct R3 Share Class<\/option><option value='American Funds Direct R4 Share Class' >American Funds Direct R4 Share Class<\/option><option value='American Funds Direct R5 Share Class' >American Funds Direct R5 Share Class<\/option><option value='American Funds Direct R6 Share Class' >American Funds Direct R6 Share Class<\/option><option value='American Funds Plan Premier R2 Share Class' >American Funds Plan Premier R2 Share Class<\/option><option value='American Funds Plan Premier R3 Share Class' >American Funds Plan Premier R3 Share Class<\/option><option value='American Funds Plan Premier R4 Share Class' >American Funds Plan Premier R4 Share Class<\/option><option value='American Funds Plan Premier R5 Share Class' >American Funds Plan Premier R5 Share Class<\/option><option value='American Funds Plan Premier R6 Share Class' >American Funds Plan Premier R6 Share Class<\/option><option value='Empower' >Empower<\/option><option value='John Hancock' >John Hancock<\/option><option value='Lincoln' >Lincoln<\/option><option value='Mass Mutual' >Mass Mutual<\/option><option value='OneAmerica' >OneAmerica<\/option><option value='Principal' >Principal<\/option><option value='Transamerica' >Transamerica<\/option><option value='VOYA' >VOYA<\/option><option value='Other' >Other<\/option><\/select><\/div><div class='gfield_description' id='gfield_description_3_15'>Fees may vary depending on investment platform selected<\/div><\/li><li id=\"field_3_16\" class=\"gfield gfield--type-html gfield_html gfield_html_formatted field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_16\" ><div class=\"advisor_titl\">Type of Safe Harbor 401(k)<\/div><\/li><li id=\"field_3_17\" class=\"gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_17\" ><label class='gfield_label gform-field-label' >Safe Harbor Provisions<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_17'>\n\t\t\t<li class='gchoice gchoice_3_17_0'>\n\t\t\t\t<input name='input_17' type='radio' value='None'  id='choice_3_17_0'    \/>\n\t\t\t\t<label for='choice_3_17_0' id='label_3_17_0' class='gform-field-label gform-field-label--type-inline'>None<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_17_1'>\n\t\t\t\t<input name='input_17' type='radio' value='Safe Harbor Basic Match'  id='choice_3_17_1'    \/>\n\t\t\t\t<label for='choice_3_17_1' id='label_3_17_1' class='gform-field-label gform-field-label--type-inline'>Safe Harbor Basic Match<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_17_2'>\n\t\t\t\t<input name='input_17' type='radio' value='Safe Harbor Enhanced 4% Match'  id='choice_3_17_2'    \/>\n\t\t\t\t<label for='choice_3_17_2' id='label_3_17_2' class='gform-field-label gform-field-label--type-inline'>Safe Harbor Enhanced 4% Match<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_17_3'>\n\t\t\t\t<input name='input_17' type='radio' value='Safe Harbor 3% Non-elective Contribution'  id='choice_3_17_3'    \/>\n\t\t\t\t<label for='choice_3_17_3' id='label_3_17_3' class='gform-field-label gform-field-label--type-inline'>Safe Harbor 3% Non-elective Contribution<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_3_11\" class=\"gfield gfield--type-radio gfield--type-choice gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_11\" ><label class='gfield_label gform-field-label' >Is this a new plan or an existing plan?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_11'>\n\t\t\t<li class='gchoice gchoice_3_11_0'>\n\t\t\t\t<input name='input_11' type='radio' value='New Plan'  id='choice_3_11_0'    \/>\n\t\t\t\t<label for='choice_3_11_0' id='label_3_11_0' class='gform-field-label gform-field-label--type-inline'>New Plan<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_11_1'>\n\t\t\t\t<input name='input_11' type='radio' value='Existing Plan'  id='choice_3_11_1'    \/>\n\t\t\t\t<label for='choice_3_11_1' id='label_3_11_1' class='gform-field-label gform-field-label--type-inline'>Existing Plan<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_3_18\" class=\"gfield gfield--type-text gf_left_half field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_18\" ><label class='gfield_label gform-field-label' for='input_3_18'>Current Plan Assets (Only Complete for Existing Plans)<\/label><div class='ginput_container ginput_container_text'><input name='input_18' id='input_3_18' type='text' value='' class='large'    placeholder='$'  aria-invalid=\"false\"   \/> <\/div><\/li><li id=\"field_3_19\" class=\"gfield gfield--type-text gf_right_half field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible\"  data-js-reload=\"field_3_19\" ><label class='gfield_label gform-field-label' for='input_3_19'>Expected Annual Contributions (Optional)<\/label><div class='ginput_container ginput_container_text'><input name='input_19' id='input_3_19' type='text' value='' class='large'    placeholder='$'  aria-invalid=\"false\"   \/> <\/div><\/li><\/ul><\/div>\n        <div class='gform_footer top_label'> <input type='submit' id='gform_submit_button_3' class='gform_button button' value='Submit'  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